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Disclosery

Balboa Wealth Partners: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balboa Wealth Partners on SCHW, newest first. How the timeline and the estimate are built.

Balboa Wealth Partners held 6,322 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,322 shares
    Change vs previous 13F -2,079 shares

    0.08% of the 13F portfolio, value $583,308.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,401 shares
    Change vs previous 13F -1,430 shares

    0.13% of the 13F portfolio, value $789,503.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,831 shares
    Change vs previous 13F -31 shares

    0.16% of the 13F portfolio, value $982,191.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,862 shares
    Change vs previous 13F -1,315 shares

    0.16% of the 13F portfolio, value $941,502.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,177 shares
    Change vs previous 13F +521 shares

    0.2% of the 13F portfolio, value $1,019,831.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,656 shares
    Change vs previous 13F +2,535 shares

    0.2% of the 13F portfolio, value $834,163.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,121 shares
    Change vs previous 13F -4,882 shares

    0.14% of the 13F portfolio, value $601,020.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,003 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $842,755.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).